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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-08-17 |
| SC | RA | APPROVED | 2026-05-05 |
| MS | RA | APPROVED | 2026-01-23 |
| AL | RA | APPROVED | 2026-01-08 |
| MD | RA | APPROVED | 2025-09-24 |
| NJ | RA | APPROVED | 2025-05-15 |
| CO | RA | APPROVED | 2025-02-19 |
| NY | RA | APPROVED | 2025-02-14 |
| IL | RA | APPROVED | 2024-09-06 |
| CT | RA | APPROVED | 2024-07-15 |
| NC | RA | APPROVED | 2024-07-05 |
| CA | RA | APPROVED | 2024-05-17 |
| GA | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2023-04-03 |
| OH | RA | APPROVED | 2023-01-04 |
| PA | RA | APPROVED | 2022-10-28 |
| HI | RA | APPROVED | 2022-06-27 |
| VA | RA | APPROVED | 2022-06-09 |
| IN | RA | APPROVED | 2022-06-08 |
| FL | RA | APPROVED | 2018-01-29 |
Branch Locations
4200 W Cypress Street Suite 700, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Tampa | FL | 01/2012 | Present |
| Park Avenue Securities | Tampa | FL | 03/2015 | Present |
1. Health Insurance Agent-Provide Individual and group health for my clients Start: 03/01/2008 Address: 3003 S Emerson St Tampa FL 33629 0 hrs per month Investment related 2. Maintain a brokerage contract with MassMutual, Prudential, and Lincoln For the purpose of existing term Life conversions and DI future insurability options Start: 07/01/2014, Address: 3003 S Emerson Street Tampa, FL 33629, 0 hrs per month, Investment related, Less than 10% Annual Compensation, 3. BNI Leadership Team-Secretary, Start: 10/1/2024, Address: N/A (Online), 4 total hours per month; 4 during securities trading hours, Not Investment related, No Annual Compensation, 4. Gasparilla Financial LLC, Start: 11/24/2025 Nature: DBA for Guardian/PAS business, Address: 4200 W Cypress Street Suite 700 Tampa, FL 33607, Duties: Owner/Managing Partner, 160 total hours/month; 130 during securities trading hours, Investment Related, 5. Insurance Products other than those offered by Guardian & its subsidiaries, Start: 6/22/26, Nature: Insurance Sales, Address: 4200 W Cypress St Suite 700 Tampa, FL 33607, Duties: Broker selling insurance other than Guardian, 1 total hr/month; 1 during securities trading hours, Investment Related,
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-05-31 |
| S65 | Uniform Investment Adviser Law Examination | 2017-12-12 |
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